Apple Divides VCSEL Chip Orders Among Three Suppliers

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On May 3, 2023, it was reported that Apple had divided its VCSEL chip orders between three suppliers: Lumentum, II-VI, and Sony. Industry sources stated that the orders were more evenly distributed among the suppliers. VCSELs are vertical-cavity surface-emitting lasers that are used to power various features on Apple devices, including Face ID, Memoji, Animoji, and Portrait mode selfies.

Lumentum remains the largest producer of VCSELs for Apple, with 68% of the market in 2020. However, II-VI has also become a major supplier for Apple and has increased its scale by acquiring related companies such as Coherent. Together, Lumentum and II-VI hold close to 80% of the market share.

The implementation of the Face ID module in Apple’s iPhones has been a significant factor in the growth of the VCSEL market. In 2018, the mobile and consumer markets became the largest consumers of VCSELs, reaching $440 million. The VCSEL market is expected to continue to grow, reaching $1.6 billion this year and $3.9 billion by 2027. The automobile market is predicted to have the greatest growth potential, with VCSELs being used in autonomous vehicles with lidar installed.

Apple has recently awarded II-VI an additional $410 million from its Advanced Manufacturing Fund. II-VI is a leading manufacturer of optical technology, including VCSELs that power various features on Apple devices. The partnership between Apple and II-VI is expected to lead to breakthrough technologies that will benefit society for years to come.

 

TrendForce 2023 Infrared Sensing Application Market and Branding Strategies
Release: 01 January 2023
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